Taxes FAQ - Revision history

Dina at 13:50, 8 July 2020

2020-07-08T13:50:07Z

← Older revision		Revision as of 13:50, 8 July 2020
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	===Questions===		===Questions===
	*[[Taxes FAQ#Do I need to use taxes in ~~CommitCRM~~?\|Do I need to use taxes in ~~CommitCRM~~?]]		*[[Taxes FAQ#Do I need to use taxes in RangerMSP?\|Do I need to use taxes in RangerMSP?]]
	*[[Taxes FAQ#Where do I define taxes in ~~CommitCRM~~?\|Where do I define taxes in ~~CommitCRM~~?]]		*[[Taxes FAQ#Where do I define taxes in RangerMSP?\|Where do I define taxes in RangerMSP?]]
	*[[Taxes FAQ#How do I use taxes?\|How do I use taxes?]]		*[[Taxes FAQ#How do I use taxes?\|How do I use taxes?]]
	*[[Taxes FAQ#Can I set a default tax for Items or Accounts?\|Can I set a default tax for Items or Accounts?]]		*[[Taxes FAQ#Can I set a default tax for Items or Accounts?\|Can I set a default tax for Items or Accounts?]]
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	----		----

	===Do I need to use taxes in ~~CommitCRM~~?===		===Do I need to use taxes in RangerMSP?===
	Using taxes in ~~CommitCRM~~ is optional. By default, the tax option is not activated. To begin using taxes, you first need to define the taxes in the Account and set the Items as Taxable.		Using taxes in RangerMSP is optional. By default, the tax option is not activated. To begin using taxes, you first need to define the taxes in the Account and set the Items as Taxable.

	See more details in [[Charges#Charging_Using_Taxes\|Using Taxes]].		See more details in [[Charges#Charging_Using_Taxes\|Using Taxes]].

	===Where do I define taxes in ~~CommitCRM~~?===		===Where do I define taxes in RangerMSP?===
	To set the taxes in ~~CommitCRM~~, you should:		To set the taxes in RangerMSP, you should:
	# Define taxes for the Account.		# Define taxes for the Account.
	# Define the item as Taxable.		# Define the item as Taxable.
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	===How do I use taxes?===		===How do I use taxes?===
	Using Taxes in ~~CommitCRM~~ requires that the Accounts have Tax codes defined and that the Items will be set as Taxable (which is done by default).		Using Taxes in RangerMSP requires that the Accounts have Tax codes defined and that the Items will be set as Taxable (which is done by default).

	To start using taxes, set the Tax codes in your Accounts via the Account > Details tab.		To start using taxes, set the Tax codes in your Accounts via the Account > Details tab.

Sheli at 12:38, 17 August 2013

2013-08-17T12:38:12Z

← Older revision		Revision as of 12:38, 17 August 2013
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	Using taxes in CommitCRM is optional. By default, the tax option is not activated. To begin using taxes, you first need to define the taxes in the Account and set the Items as Taxable.		Using taxes in CommitCRM is optional. By default, the tax option is not activated. To begin using taxes, you first need to define the taxes in the Account and set the Items as Taxable.

			See more details in [[Charges#Charging_Using_Taxes\|Using Taxes]].

	===Where do I define taxes in CommitCRM?===		===Where do I define taxes in CommitCRM?===
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	#Item is set as taxable (this is done by default).		#Item is set as taxable (this is done by default).

			See more details in [[Charges#Charging_Using_Taxes\|Using Taxes]].

	===Can I set a default tax for Items or Accounts?===		===Can I set a default tax for Items or Accounts?===
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	For Items, to set all Items as Taxable by default, go to Tools > Options > Charges & Items > Default Tax/es for New Items, and set the Taxable flag. Note that the Taxable flag is set by default when first installing the system.		For Items, to set all Items as Taxable by default, go to Tools > Options > Charges & Items > Default Tax/es for New Items, and set the Taxable flag. Note that the Taxable flag is set by default when first installing the system.

			See more details in [[Charges#Charging_Using_Taxes\|Using Taxes]].

	===Where can I see charge and tax information together?===		===Where can I see charge and tax information together?===
	Many Charge reports calculate the taxes and display them together. We recommend you print one of the following Charge reports to see an example of a report that displays the charges and taxes: Detailed Account Charges, Account Charges, Detailed Account Charges by Tickets.		Many Charge reports calculate the taxes and display them together. We recommend you print one of the following Charge reports to see an example of a report that displays the charges and taxes: Detailed Account Charges, Account Charges, Detailed Account Charges by Tickets.

			See more details in [[Charges#Charging_Using_Taxes\|Using Taxes]].

	==See Also==		==See Also==

Sheli at 19:02, 16 August 2013

2013-08-16T19:02:33Z

← Older revision		Revision as of 19:02, 16 August 2013
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	===Do I need to use taxes in CommitCRM?===		===Do I need to use taxes in CommitCRM?===
	Using taxes in CommitCRM is optional. By default, the tax option is not activated. To begin using taxes, you first need to define ~~some related settings~~.		Using taxes in CommitCRM is optional. By default, the tax option is not activated. To begin using taxes, you first need to define the taxes in the Account and set the Items as Taxable.


	===Where do I define taxes in CommitCRM?===		===Where do I define taxes in CommitCRM?===
	To set the taxes in CommitCRM, ~~go to Settings > Charge > Taxes~~.		To set the taxes in CommitCRM, you should:
			# Define taxes for the Account.
			# Define the item as Taxable.


	===How do I use taxes?===		===How do I use taxes?===
	~~For each taxable product/service (called Items~~ in CommitCRM~~) you sell, select~~ the ~~tax in one of~~ the ~~Item detail Tax fields. Also,~~ set ~~this tax for your customers~~ by ~~going to the Account Window and opening the Details page~~.		Using Taxes in CommitCRM requires that the Accounts have Tax codes defined and that the Items will be set as Taxable (which is done by default).

	~~You can~~ set ~~a default tax for all new customers by going to Tools > Options >~~ Accounts > ~~Default Tax Codes and for all new items by going to Tools > Options > Charges & Contracts > Default Tax Codes~~.		To start using taxes, set the Tax codes in your Accounts via the Account > Details tab.

	In order for a tax to apply to a charge the following should be set:		In order for a tax to apply to a charge the following should be set:
	~~#You've defined tax/es for the Item used in the Charge record~~
	#You've defined tax/es for the Account who is selected for the Charge record		#You've defined tax/es for the Account who is selected for the Charge record
	#~~Taxes will be calculated when there~~ is ~~a match between the Item tax/es and the Account tax/es of a Charge record~~.		#Item is set as taxable (this is done by default).


	===Can I set a default tax for Items or Accounts?===		===Can I set a default tax for Items or Accounts?===
	You can set a default tax for all new customers by going to Tools > Options > Accounts > Default Tax Codes. ~~You can also~~ set ~~a default tax for~~ all ~~new items~~ by ~~going~~ to Tools > Options > Charges & ~~Contracts~~ > Default Tax ~~Codes~~.		You can set a default tax for all new customers by going to Tools > Options > Accounts > Default Tax Codes.
			For Items, to set all Items as Taxable by default, go to Tools > Options > Charges & Items > Default Tax/es for New Items, and set the Taxable flag. Note that the Taxable flag is set by default when first installing the system.

Sheli: /* See Also */

2009-10-29T15:58:13Z

Sheli: /* See Also */

2009-10-29T15:57:55Z

Reno at 17:54, 28 October 2009

2009-10-28T17:54:48Z

← Older revision		Revision as of 17:54, 28 October 2009
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	*[[Charges]]		*[[Charges]]

	~~[[Category:KB\|FAQ]]~~
	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Charges]]		[[Category:Charges]]
	__NOTOC__		__NOTOC__

Reno at 15:49, 28 October 2009

2009-10-28T15:49:55Z

← Older revision		Revision as of 15:49, 28 October 2009
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	{{faq}}		{{faq}}

			===Questions===
	*[[Taxes FAQ#Do I need to use taxes in CommitCRM?\|Do I need to use taxes in CommitCRM?]]		*[[Taxes FAQ#Do I need to use taxes in CommitCRM?\|Do I need to use taxes in CommitCRM?]]
	*[[Taxes FAQ#Where do I define taxes in CommitCRM?\|Where do I define taxes in CommitCRM?]]		*[[Taxes FAQ#Where do I define taxes in CommitCRM?\|Where do I define taxes in CommitCRM?]]
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	*[[Taxes FAQ#Can I set a default tax for Items or Accounts?\|Can I set a default tax for Items or Accounts?]]		*[[Taxes FAQ#Can I set a default tax for Items or Accounts?\|Can I set a default tax for Items or Accounts?]]
	*[[Taxes FAQ#Where can I see charge and tax information together?\|Where can I see charge and tax information together?]]		*[[Taxes FAQ#Where can I see charge and tax information together?\|Where can I see charge and tax information together?]]

			<br>
	*[[Taxes FAQ#See Also\|See Also]]		*[[Taxes FAQ#See Also\|See Also]]
			----

	===Do I need to use taxes in CommitCRM?===		===Do I need to use taxes in CommitCRM?===
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	*[[Charges]]		*[[Charges]]

			[[Category:KB\|FAQ]]
	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Charges]]		[[Category:Charges]]
	__NOTOC__		__NOTOC__

Yarden at 08:26, 13 August 2009

2009-08-13T08:26:39Z

← Older revision		Revision as of 08:26, 13 August 2009
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			{{faq}}

	*[[Taxes FAQ#Do I need to use taxes in CommitCRM?\|Do I need to use taxes in CommitCRM?]]		*[[Taxes FAQ#Do I need to use taxes in CommitCRM?\|Do I need to use taxes in CommitCRM?]]
	*[[Taxes FAQ#Where do I define taxes in CommitCRM?\|Where do I define taxes in CommitCRM?]]		*[[Taxes FAQ#Where do I define taxes in CommitCRM?\|Where do I define taxes in CommitCRM?]]

Yarden at 09:03, 10 August 2009

2009-08-10T09:03:45Z

← Older revision		Revision as of 09:03, 10 August 2009
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	*[[Taxes FAQ#Do I need to use taxes in ~~Commit~~?\|Do I need to use taxes in ~~Commit~~?]]		*[[Taxes FAQ#Do I need to use taxes in CommitCRM?\|Do I need to use taxes in CommitCRM?]]
	*[[Taxes FAQ#Where do I define taxes in ~~Commit~~?\|Where do I define taxes in ~~Commit~~?]]		*[[Taxes FAQ#Where do I define taxes in CommitCRM?\|Where do I define taxes in CommitCRM?]]
	*[[Taxes FAQ#How do I use taxes?\|How do I use taxes?]]		*[[Taxes FAQ#How do I use taxes?\|How do I use taxes?]]
	*[[Taxes FAQ#Can I set a default tax for Items or Accounts?\|Can I set a default tax for Items or Accounts?]]		*[[Taxes FAQ#Can I set a default tax for Items or Accounts?\|Can I set a default tax for Items or Accounts?]]
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	===Do I need to use taxes in ~~Commit~~?===		===Do I need to use taxes in CommitCRM?===
	Using taxes in ~~Commit~~ is optional. By default, the tax option is not activated. To begin using taxes, you first need to define some related settings.		Using taxes in CommitCRM is optional. By default, the tax option is not activated. To begin using taxes, you first need to define some related settings.


	===Where do I define taxes in ~~Commit~~?===		===Where do I define taxes in CommitCRM?===
	To set the taxes in ~~Commit~~, go to Settings > Charge > Taxes.		To set the taxes in CommitCRM, go to Settings > Charge > Taxes.


	===How do I use taxes?===		===How do I use taxes?===
	For each taxable product/service (called Items in ~~Commit~~) you sell, select the tax in one of the Item detail Tax fields. Also, set this tax for your customers by going to the Account Window and opening the Details page.		For each taxable product/service (called Items in CommitCRM) you sell, select the tax in one of the Item detail Tax fields. Also, set this tax for your customers by going to the Account Window and opening the Details page.

	You can set a default tax for all new customers by going to Tools > Options > Accounts > Default Tax Codes and for all new items by going to Tools > Options > Charges & Contracts > Default Tax Codes.		You can set a default tax for all new customers by going to Tools > Options > Accounts > Default Tax Codes and for all new items by going to Tools > Options > Charges & Contracts > Default Tax Codes.

Yarden at 10:56, 9 August 2009

2009-08-09T10:56:35Z

@@ Line 1: / Line 1: @@
 ===Do I need to use taxes in Commit?===
 Using taxes in Commit is optional. By default, the tax option is not activated. To begin using taxes, you first need to define some related settings.
@@ Line 31: / Line 39: @@
 [[Category:FAQ]]
 [[Category:Charges]]

← Older revision		Revision as of 15:58, 29 October 2009
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	==See Also==		==See Also==
	*[[Charges]]		*[[Charges]]
			*[[Charges#Charging_Using_Taxes\|Using Taxes]]

	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Charges]]		[[Category:Charges]]
	~~[[Charges#Charging_Using_Taxes\|Using Taxes]]~~
	__NOTOC__		__NOTOC__

← Older revision		Revision as of 15:57, 29 October 2009
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	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Charges]]		[[Category:Charges]]
			[[Charges#Charging_Using_Taxes\|Using Taxes]]
	__NOTOC__		__NOTOC__